The end of 2020 is fast approaching! Are you ready for year-end processing? Before December 31, ensure that you have entered mortgage points paid and other 1098 data into the tax file, as well as completing regular month-end processing tasks. From January 1 – January 6, things move quickly! As soon as possible, review the… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You’re gonna love this stocking stuffer! Your Ownership Dividend Check! You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH on December 18, depending on which payment option you selected. To view our 2020 Audited Financials, ACH Audit and obtain… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Wednesday, November 25th. We will then… Read more »
Important Information About Tax Processing Deadlines In light of current events, the CU*Answers tax team is closely monitoring all news related to tax reporting and deadlines. Although the IRS has made a few announcements regarding extending tax day to July 15, as of now there have been no directives or instructions regarding extending our submission… Read more »
ATTENTION CU*ANSWERS STOCKHOLDERS You’re gonna love this stocking stuffer! Your Ownership Dividend Check! You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH on December 20, depending on which payment option you selected. To view our 2019 Audited Financials, ACH Audit and obtain a… Read more »
Review Your December Deadlines and Stay Ahead of Schedule The holiday season and year-end seem to swirl together into a December that just zips on by! Don’t get caught in the last minute tangle; review your December year-end deadlines now to ensure each task will be completed by the deadline. Up this month is a… Read more »
There’s Still Time to Register for Year-End Training! Like last year, the year-end training is combined for both online and self-processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks. The deadline to register for our November 20th session is Monday, November 18th. If you are… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Wednesday, November 27th. We will then… Read more »
**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »
It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online! See the links below to review the guides and meet the deadlines. Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »
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Wednesday, February 3
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This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.
Visit the Internet Retailer Support Center online store to find out where you can shop, see what other credit unions are doing, customize your options, load your cart, and even pay instantly via a credit card! Take a look!
